Tax Preparer

Benefits:

401(k) 401(k) matching Competitive salary Flexible schedule Opportunity for advancement Training & development Tax Preparer -

Business & Accounting Focus Location:

On-site Laguna Beach - parking provided

Employment Type:

Full-Time /

Part-Time Reports To:

Tax Manager/ Partner Position Summary We are seeking a highly skilled Tax Preparer with a strong background in business taxation and accounting to join our growing firm. This role is ideal for a detail-oriented professional CPA or EA with 5-7 years of public accounting experience and/or experience as Senior Tax Staff / Senior Tax Preparer or similar. It's critical that you understand the full financial picture: tax compliance, accounting, and advisory, and can work confidently with business owners, trusts, and high-net-worth individuals. Key Responsibilities Prepare and review federal and state tax returns, including: Business returns (Forms 1065, 1120S, 1120) Individual returns (Forms 1040) Trust and estate returns (Forms 1041) Analyze financial statements, general ledgers, and accounting records to ensure tax accuracy and compliance Reconcile book-to-tax differences and identify tax planning opportunities Collaborate with accounting and advisory teams to support clients year-round Communicate directly with clients to gather information, clarify issues, and explain tax positions Ensure compliance with IRS regulations, deadlines, and firm quality standards Assist with notices, extensions, and amended returns as needed Support tax planning, projections, and advisory work for business clients Required Qualifications Strong background in business taxation and accounting Experience with trusts, estates, and multi-entity structures Minimum 5-7 years of tax preparation experience (public accounting preferred) Solid understanding of financial statements, bookkeeping, and GAAP concepts Proficiency with tax software (Lacerte) Strong analytical, organizational, and time-management skills Ability to manage multiple engagements and deadlines during tax season Excellent written and verbal communication skills Preferred Qualifications CPA, EA, or actively pursuing certification Prior experience working with closely held businesses and high-net-worth clients Familiarity with QuickBooks and other accounting platforms Advisory mindset with interest in long-term client relationships What We Offer Competitive compensation based on experience Opportunities for growth and advancement Supportive team culture with a focus on quality and professionalism Exposure to complex and meaningful client work A firm committed to being one of the best places to work